Technology
Jobs data muddies the picture for a December rate cut, while the Nvidia rally fizzles
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets : There was an ugly reversal in the market Thursday. Stocks soared for most of the morning in reaction to Nvidia ‘s strong quarter, bullish […]
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2 underappreciated areas are powering CrowdStrike’s next growth wave and its stock
CrowdStrike is setting the standard for modern cybersecurity and enjoying a well-deserved, incredible year for its stock. It’s a leader in a competitive industry, with rivals, such as fellow Club name Palo Alto Networks , all vying for companies’ ever-expanding cyber budgets. Despite strong earnings Wednesday evening, Palo Alto shares dropped sharply in Thursday’s big […]
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Why Eaton’s CFO change isn’t a red flag — plus, Palo Alto’s buzzy new deal
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Thursday’s key moments. 1. The S & P 500 jumped 1.1% Thursday as the AI trade was back in full force following Nvidia ‘s blowout quarterly earnings. Shares of the chipmaker were up […]
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Google launches Nano Banana Pro, an updated AI image generator powered by Gemini 3
Sopa Images | Lightrocket | Getty Images Google on Thursday rolled out Nano Banana Pro, its latest image editing and generation tool, continuing the company’s momentum after launching its new Gemini artificial intelligence model earlier this week. The product is built on Gemini 3 Pro, which was announced on Tuesday and contributed to record-breaking stock […]
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Nvidia earnings takeaways: Bubble talk, ‘half a trillion’ forecast and China orders
Nvidia on Wednesday reported fiscal third-quarter earnings that beat expectations, and provided a strong forecast for the current quarter. Wall Street welcomed the report, and Nvidia stock rose after the release and during the conference call. Other stocks in the so-called artificial intelligence trade also saw a boost. A closer look at Nvidia’s report shows […]
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U.S. greenlights AI chip exports to Gulf tech giants after Saudi Crown Prince’s Washington visit
U.S. President Donald Trump and Crown Prince and Prime Minister Mohammed bin Salman of Saudi Arabia stand for a photo with Tesla CEO Elon Musk, Nvidia CEO Jensen Huang and other participants at the U.S.-Saudi Investment Forum at the Kennedy Center on Nov. 19, 2025 in Washington, DC. Win McNamee | Getty Images The U.S. […]
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Waymo to begin manual drives in Minneapolis, Tampa and New Orleans, aims to open service in 2026
Waymo driverless vehicles charge at a Waymo charging station in Santa Monica, California, U.S., May 30, 2025. Daniel Cole | Reuters Alphabet’s Waymo on Thursday announced that it will soon begin manually driving its robotaxi vehicles in Minneapolis, Tampa and New Orleans. The Google sister company will start operating test drives in that trio of […]
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Global tech stocks climb as Nvidia results spark relief rally soothing AI bubble concerns
Global tech stocks rallied Thursday as investors piled back into AI-related names, buoyed by Nvidia earnings. Nvidia topped forecasts for revenue, which jumped 62% to $57.01 billion year-on-year, and issued stronger-than-expected fourth-quarter sales guidance, giving investors the confidence they were looking for to continue placing bets on the AI industry. Shares were 5% higher in […]
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Nvidia sent a strong signal on AI infrastructure — but is it a bubble barometer?
Nvidia reported strong earnings and forecasts Wednesday, in what analysts saw as a clear signal for continued spending on AI infrastructure. Less clear, however, is whether the results can dispel fears of an AI bubble in markets. Fears have grown in recent months that massive investment in AI by major tech companies could outpace realistic […]
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Nvidia stock pops 5% in premarket trading after stronger-than-expected results
Shares in AI darling Nvidia popped in premarket trade after the U.S. firm beat expectations in third-quarter results after the closing bell on Wednesday. Shares were last trading 5.5% higher at 4:15 a.m. ET. Nvidia topped forecasts for revenue, which jumped 62% to $57.01 billion year-on-year, and issued stronger-than-expected fourth-quarter sales guidance. “There’s been a […]
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